+74.8%
VXUS vs BAM
+84.8%
-10.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.7% | +1.4% |
| 7D | -0.5% | -2.9% | +2.3% | +0.3% |
| 30D | -1.2% | +14.7% | -15.9% | -5.1% |
| 3M | -3.8% | -4.1% | +0.3% | -2.9% |
| 6M | -1.7% | +9.6% | -11.3% | -4.8% |
| YTD | +11.4% | +3.4% | +8.0% | +9.2% |
| 1Y | +13.3% | +1.0% | +12.3% | +11.7% |
| 3Y | +70.0% | +88.2% | -18.2% | +36.3% |
| All | +74.8% | +84.8% | -10.1% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BAM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling